TCPG
Trivant Custom Portfolio Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Sell |
19,437
-359
| -2% | -$179K | 5.31% | 3 |
|
|
2025
Q1 | $7.43M | Sell |
19,796
-548
| -3% | -$206K | 4.27% | 4 |
|
|
2024
Q4 | $8.57M | Buy |
20,344
+3
| +0% | +$1.26K | 5.01% | 3 |
|
|
2024
Q3 | $8.75M | Buy |
20,341
+396
| +2% | +$170K | 5.05% | 3 |
|
|
2024
Q2 | $8.91M | Buy |
19,945
+29
| +0.1% | +$13K | 5.48% | 3 |
|
|
2024
Q1 | $8.38M | Sell |
19,916
-385
| -2% | -$162K | 5.33% | 2 |
|
|
2023
Q4 | $7.63M | Buy |
20,301
+165
| +0.8% | +$62K | 5.09% | 2 |
|
|
2023
Q3 | $6.36M | Buy |
20,136
+259
| +1% | +$81.8K | 4.67% | 3 |
|
|
2023
Q2 | $6.77M | Buy |
19,877
+229
| +1% | +$78K | 4.77% | 3 |
|
|
2023
Q1 | $5.66M | Buy |
+19,648
| New | +$5.66M | 4.05% | 4 |
|